Price T Rowe Group Inc
TROW- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001113169
In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2024
Institutional positions in Price T Rowe Group Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,055
- +1 vs. Q2 2024
- Shares held
- 166.6M
- +23.8M (+16.7%) vs. Q2 2024
- Total value
- $18.0B
- +$1.56B (+9.5%) vs. Q2 2024
- New holders
- 94
- 402 more added
- Sold out
- 93
- 389 more reduced
16 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $21.6B |
| Q1 2026 | 1,094 | $16.8B |
| Q4 2025 | 1,128 | $18.8B |
| Q3 2025 | 1,081 | $17.7B |
| Q2 2025 | 1,077 | $17.0B |
| Q1 2025 | 1,087 | $15.8B |
| Q4 2024 | 1,128 | $19.4B |
| Q3 2024 | 1,055 | $18.0B |
| Q2 2024 | 1,070 | $18.8B |
| Q1 2024 | 1,055 | $20.0B |
| Q4 2023 | 1,058 | $17.7B |
| Q3 2023 | 1,017 | $17.7B |
| Q2 2023 | 1,019 | $19.3B |
| Q1 2023 | 1,013 | $19.8B |
| Q4 2022 | 1,024 | $19.1B |
| Q3 2022 | 1,004 | $18.1B |
| Q2 2022 | 1,046 | $19.2B |
| Q1 2022 | 1,104 | $24.7B |
| Q4 2021 | 1,150 | $32.0B |
| Q3 2021 | 1,121 | $32.2B |
| Q2 2021 | 1,079 | $32.5B |
| Q1 2021 | 1,039 | $27.5B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 193 | $21.0K | 0.00% | +18+10.3% | Added |
| Monetary Management Group Inc | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 204 | $22.2K | 0.00% | −122−37.4% | Reduced |
| Advantage Trust Co | 205 | $22.3K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 206 | $22.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 231 | $25.2K | 0.00% | +41+21.6% | Added |
| Iron Horse Wealth Management, LLC | 231 | $25.2K | 0.01% | +110+90.9% | Added |
| Piscataqua Savings Bank | 241 | $26.3K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 236 | $26.3K | 0.01% | +3+1.3% | Added |
| Pacifica Partners Inc. | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 261 | $28.4K | 0.00% | +2+0.8% | Added |
| PSI Advisors, LLC | 270 | $29.4K | 0.01% | −20−6.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 280 | $30.5K | 0.00% | −290−50.9% | Reduced |
| Rosenberg Matthew Hamilton | 284 | $30.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 297 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 294 | $32.0K | 0.01% | +104+54.7% | Added |
| GW&K Investment Management, LLC | 305 | $33.0K | 0.00% | −2−0.7% | Reduced |
| Park Place Capital Corp | 316 | $34.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 318 | $34.6K | 0.01% | −5−1.5% | Reduced |
| Venturi Wealth Management, LLC | 319 | $34.8K | 0.00% | −159−33.3% | Reduced |
| Quarry LP | 322 | $35.1K | 0.01% | −426−57.0% | Reduced |
| Heritage Wealth Advisors | 333 | $36.3K | 0.00% | +4+1.2% | Added |
| TD Private Client Wealth LLC | 335 | $36.5K | 0.00% | −18−5.1% | Reduced |
| True Wealth Design, LLC | 336 | $36.6K | 0.01% | +336 | New |
| NBC Securities, Inc. | 346 | $37.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 348 | $37.9K | 0.00% | +312+866.7% | Added |
| Bangor Savings Bank | 350 | $38.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 365 | $39.8K | 0.03% | +8+2.2% | Added |
| Signature Resources Capital Management, LLC | 366 | $39.9K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 371 | $40.5K | 0.00% | −8−2.1% | Reduced |
| Adirondack Trust Co | 375 | $40.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $41.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 399 | $43.5K | 0.01% | +399 | New |
| ORG Partners LLC | 400 | $43.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 402 | $43.8K | 0.00% | −28−6.5% | Reduced |
| Beach Investment Counsel Inc | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 404 | $44.0K | 0.01% | +404 | New |
| Capital Performance Advisors LLP | 429 | $46.7K | 0.01% | +429 | New |
| Smithfield Trust Co | 425 | $47.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 459 | $50.0K | 0.00% | +459 | New |
| Washington Trust Co | 465 | $50.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 470 | $51.2K | 0.00% | +218+86.5% | Added |
| Sawyer & Company, Inc | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $54.5K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 500 | $54.5K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $54.7K | 0.00% | +426+560.5% | Added |
| Quent Capital, LLC | 503 | $54.9K | 0.01% | −1−0.2% | Reduced |
| Atlantic Trust, LLC | 508 | $55.3K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 520 | $56.6K | 0.13% | −678−56.6% | Reduced |
| First Horizon Advisors, Inc. | 521 | $56.8K | 0.00% | −11−2.1% | Reduced |
| Parkside Financial Bank & Trust | 530 | $57.7K | 0.01% | −265−33.3% | Reduced |
| North Star Investment Management Corp. | 547 | $59.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $60.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 553 | $60.2K | 0.01% | +91+19.7% | Added |
| Indiana Trust & Investment Management CO | 567 | $61.8K | 0.02% | +17+3.1% | Added |
| Aster Capital Management (DIFC) Ltd | 589 | $64.2K | 0.01% | +589 | New |
| Keener Financial Planning LLC | 600 | $65.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 595 | $65.0K | 0.00% | +48+8.8% | Added |
| Viking Fund Management LLC | 600 | $65.4K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $65.4K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 625 | $67.0K | 0.04% | +4+0.6% | Added |
| Roble, Belko & Company, Inc | 660 | $72.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 671 | $73.5K | 0.01% | +671 | New |
| Gilliland Jeter Wealth Management LLC | 707 | $77.0K | 0.02% | +707 | New |
| Planned Solutions, Inc. | 710 | $77.3K | 0.03% | +710 | New |
| Evolution Advisers, Inc. | 721 | $78.0K | 0.04% | +9+1.3% | Added |
| DT Investment Partners, LLC | 743 | $80.9K | 0.01% | +43+6.1% | Added |
| Catalyst Capital Advisors LLC | 756 | $82.4K | 0.00% | +756 | New |
| Studio Investment Management LLC | 779 | $84.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 825 | $90.0K | 0.00% | +164+24.8% | Added |
| Federated Hermes, Inc. | 828 | $90.2K | 0.00% | +692+508.8% | Added |
| Smartleaf Asset Management LLC | 872 | $95.5K | 0.01% | +624+251.6% | Added |
| CNB Bank | 910 | $99.1K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 935 | $101.8K | 0.01% | +935 | New |
| Duncker Streett & Co Inc | 950 | $103.5K | 0.02% | −100−9.5% | Reduced |
| Sentry Investment Management LLC | 962 | $105.0K | 0.04% | +962 | New |
| Exchange Traded Concepts, LLC | 966 | $105.2K | 0.00% | +966 | New |
| Harbour Investments, Inc. | 976 | $106.3K | 0.00% | −110−10.1% | Reduced |
| Bank of New Hampshire | 985 | $107.3K | 0.03% | −45−4.4% | Reduced |
| Westpac Banking Corp | 1,000 | $108.9K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $108.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,015 | $110.6K | 0.01% | −46−4.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | $111.9K | 0.03% | −81−7.3% | Reduced |
| Independence Bank of Kentucky | 1,050 | $114.4K | 0.02% | +1,050 | New |
| Geneos Wealth Management Inc. | 1,152 | $125.5K | 0.00% | +15+1.3% | Added |
| Spire Wealth Management | 1,186 | $129.2K | 0.00% | −82−6.5% | Reduced |
| Massmutual Trust Co FSB | 1,229 | $133.9K | 0.00% | −99−7.5% | Reduced |
| Proequities, Inc. | 1,273 | $138.7K | 0.01% | −125−8.9% | Reduced |
| Evermay Wealth Management LLC | 1,340 | $146.0K | 0.02% | −435−24.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,400 | $152.5K | 0.01% | +1,400 | New |
| Quadrant Capital Group LLC | 1,444 | $157.3K | 0.01% | −214−12.9% | Reduced |
| Alpine Bank Wealth Management | 1,450 | $157.9K | 0.03% | +1,450 | New |
| Key Financial Inc | 1,474 | $160.6K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,492 | $162.5K | 0.08% | +34+2.3% | Added |
| Colonial Trust Co | 1,533 | $167.0K | 0.03% | +3+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,535 | $167.2K | 0.11% | +900+141.7% | Added |
| Covestor Ltd | 1,566 | $170.0K | 0.11% | −55−3.4% | Reduced |